Independent Financial Planning and
Investment Advice in Orange County and Los Angeles.

 
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At Eclectic Associates, we have been serving as financial guides to both families and individuals since 1984. Based in Fullerton, California, our Registered Investment Advisory firm provides financial planning and investment management throughout Orange County County and Los Angeles.

As members of the Financial Planning Association (FPA), our CERTIFIED FINANCIAL PLANNER™ professionals will work with you to develop a realistic plan based on your financial and personal goals. Our CFP® training means we look at the big picture of your finances so we can provide detailed strategies to meet your goals. And we will do this while upholding our fiduciary obligation to put your interests ahead of our own. 

Our goal is simple: to provide objective, ongoing planning that relieves you of the responsibility of managing your finances so you can enjoy the other areas of your life.

 
 
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Commission-free
advice

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No third-party
commissions

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Transparent
fee structure

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No product
sales

Fiduciary
responsibility

No referral
fees

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Your
interests first

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No conflicts
of interests

 
 
 

Services

 

Financial
Planning

Investment
Management

Retirement
Planning

 
 
 
 

Let’s Talk

Let’s see how we can help you achieve peace of mind about your money and future.
Schedule a quick 15-minute call to discuss your goals.